Find Qualified Advisors

Protect your assets by using qualified advisors with the right credentials. Learn what qualities to seek out when searching for a financial advisor, and the red flags that should send you looking for a different advisor.
Registered Investment Advisor Definition
What Is a Registered Investment Advisor or RIA?
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Find out Why Betterment and Wealthfront are Popular Robo-Advisors
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Finding an Independent Financial Advisor You Can Trust
potential costs of hiring a financial planner. ask your intended planner for a clear explanation of their compensation before you hire them. Potential costs include a percentage of assets managed on your behalf, commission, fees (often combined with commissions), hourly rate, flat fee, and retainer fee
Learn About Hiring a Financial Advisor and How Much One Costs
Wealth Manager meeting her client in her office
What Is Wealth Management?
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What Is a Fee-Only Financial Advisor?
Young couple meeting with financial advisor
Do I Need a Financial Advisor?
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How to Check Your Financial Advisor's Credentials & Complaints
Retirement planner going over financial goals with an older couple
What Will a Good Retirement Planner Do for Me?
Young businessman checks his Betterment account
Betterment Review
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Tips on What Questions to Ask a Potential Financial Planner
A woman invests on her phone.
What Are Robo-Advisors?
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5 Search Engines to Help You Find the Right Financial Advisor
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Financial Advisor Credentials That Matter and What They Mean
Robo advisor managing a portfolio.
What Robo-Advisors Can Do Better (and Worse) Than Financial Advisors
Depressed trader lamenting over a bad investment
Here Is a List of 5 Rules to Follow to Avoid Bad Investments
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Investing for Retirement Through Robo-Advisors
Couple looking at computer screen with their financial advisor
What's Your Financial Advisor Not Telling You? 9 Things to Consider